Original filing (PDF)20231113103954NAL0007169026001

INTEGRATED WEALTH ADVISORY SERVICES, INC.

Name: INTEGRATED WEALTH ADVISORY SERVICES, INC. — INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST, Form 5500 (2022)
Creator: INTEGRATED WEALTH ADVISORY SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

INTEGRATED WEALTH ADVISORY SERVICES, INC. PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for INTEGRATED WEALTH ADVISORY SERVICES, INC..

Plan sponsor

Name

INTEGRATED WEALTH ADVISORY SERVICES, INC.

EIN

48-0988125

Address

4400 W. 109TH ST., SUITE 250 · OVERLAND PARK, KS · 66211

Phone

(913) 491-4908

Industry

Finance & Insurancesee all

Plan administrator